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AMH · PLD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AMHPLD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AMH
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterAMHPLD
Q3 20208 holders, $583m15 holders, $8.1bn
Q4 20206 holders, $137m20 holders, $7.5bn
Q1 20216 holders, $222m24 holders, $8.0bn
Q2 20216 holders, $304m21 holders, $9.0bn
Q3 20219 holders, $448m21 holders, $10.0bn
Q4 202115 holders, $670m19 holders, $13.4bn
Q1 20229 holders, $459m18 holders, $12.3bn
Q2 20226 holders, $470m27 holders, $9.0bn
Q3 20228 holders, $404m28 holders, $8.1bn
Q4 20227 holders, $331m26 holders, $9.4bn
Q1 20237 holders, $472m24 holders, $10.1bn
Q2 202310 holders, $599m22 holders, $9.3bn
Q3 202311 holders, $720m21 holders, $8.4bn
Q4 202317 holders, $907m17 holders, $11.0bn
Q1 20249 holders, $549m19 holders, $10.8bn
Q2 20247 holders, $515m17 holders, $9.2bn
Q3 20249 holders, $631m16 holders, $10.5bn
Q4 20248 holders, $768m15 holders, $9.1bn
Q1 20257 holders, $613m15 holders, $10.3bn
Q2 20259 holders, $588m17 holders, $9.4bn
Q3 202510 holders, $512m20 holders, $9.8bn
Q4 202510 holders, $634m18 holders, $10.6bn
Q1 202613 holders, $458m20 holders, $10.9bn
Q2 20268 holders, $744m23 holders, $11.1bn
AMH

American Homes 4 Rent

Holders
7
Reported value
$515m
Buyers
5
Sellers
2

Breadth +3 among 94 comparable managers.

Real estateReal estate investment trusts
PLD

Prologis Inc.

Holders
17
Reported value
$9.2bn
Buyers
7
Sellers
11

Breadth -4 among 94 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q2 2024

Among the 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMH (3)

ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Verition Fund Management LLC

Only PLD (13)

AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →